WT Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

WT Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,487	Closed	-$291K	–	120
2022 Q1	$291K	Sell	3,487 -71	-2%	-$5.88K	0.11%	100
2021 Q4	$301K	Buy	3,558 +250	+8%	+$21.4K	0.11%	105
2021 Q3	$271K	Sell	3,308 -470	-12%	-$38.6K	0.1%	106
2021 Q2	$324K	Buy	3,778 +5	+0.1%	+$426	0.13%	105
2021 Q1	$309K	Sell	3,773 -1,007	-21%	-$77.6K	0.14%	104
2020 Q4	$316K	Sell	4,780 -1,493	-24%	-$88.7K	0.17%	99
2020 Q3	$314K	Buy	6,273 +518	+9%	+$26.6K	0.21%	85
2020 Q2	$282K	Buy	5,755 +3	+0.1%	+$137	0.23%	73
2020 Q1	$235K	Buy	5,752 +734	+15%	+$41.5K	0.25%	60
2019 Q4	$329K	Buy	5,018 +727	+17%	+$46K	0.25%	70
2019 Q3	$262K	Buy	+4,291	New	+$257K	0.23%	72

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

WT Wealth Management's SLYV Position: Q2 2022 in Review

WT Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 3,487 shares — an estimated $291K sold.

WT Wealth Management first reported a position in SLYV in Q3 2019 and held it in 11 quarters. The position peaked at $329K in Q4 2019. 460 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

WT Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 3,487 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $291K.
WT Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and held it in 11 quarters.
WT Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $329K in Q4 2019.
460 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.